Identifying current customers for newsletter?

RI
RI Member Posts: 15 VERIFIED MEMBER
10 Comments
edited July 2022 in Sales CRM #1

How do you identify people in your database who are customers? For example, this would be to send email messages using Campaigns to only current customers. Do you use a custom field? Is there some built-in way to do this in Pipedrive?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,603 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited May 2022 #2

    People --> Won Deals > 0.

    If you have any other questions, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Pipedrive Consulting | WhatsApp | Email | Community

     

  • Henriikka from Zimple
    Henriikka from Zimple Member Posts: 18 VERIFIED MEMBER
    Fourth Anniversary 10 Comments First Answer Name Dropper
    edited May 2022 #3

    Heippa Raina

    A person label is the most common way to identify customers. You can use a custom field too, in some cases it's more convenient.

    If you have an Excel list of all your customers, you can also import the customer label to each person in bulk, so you don't need to edit people in Pipedrive one by one. If you need help with this, you can contact me!

    Regards

    Henriikka, Zimple Oy

    henriikka.front@zimple.io

  • RI
    RI Member Posts: 15 VERIFIED MEMBER
    10 Comments
    edited May 2022 #4
    Amit Sarda said:

    People --> Won Deals > 0.

    If you have any other questions, please don't hesitate to reach out.

    Best,

    Amit Sarda

    Pipedrive Consulting | WhatsApp | Email | Community

     

    Thanks Amit!

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